HJMC

Hellman Jordan Management Company Portfolio holdings

AUM $58.9M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
-18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.2M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$2.21M
3
+$1.38M
4
SPLK
Splunk Inc
SPLK
+$1.34M
5
HRI icon
Herc Holdings
HRI
+$1.32M

Top Sells

1
+$2.35M
2
+$2.06M
3
+$1.43M
4
XOM icon
Exxon Mobil
XOM
+$1.02M
5
NOW icon
ServiceNow
NOW
+$873K

Sector Composition

1 Technology 25.87%
2 Industrials 21.3%
3 Consumer Discretionary 12.43%
4 Healthcare 5.16%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.98M 9.74%
+155,060
2
$4.44M 4.82%
25,874
+6,622
3
$3.73M 4.05%
10,508
+6,222
4
$3.25M 3.52%
31,302
+492
5
$3.2M 3.47%
41,692
+5,107
6
$3.17M 3.44%
22,820
+9,120
7
$3.04M 3.29%
52,534
+8,199
8
$2.72M 2.95%
7,442
+1,512
9
$2.59M 2.81%
46,410
+12,440
10
$2.57M 2.79%
15,386
+7,886
11
$2.45M 2.66%
56,016
-4,240
12
$2.32M 2.51%
39,941
+4,859
13
$2.31M 2.5%
14,287
-749
14
$2.23M 2.42%
949
-60
15
$2.12M 2.3%
30,000
16
$1.97M 2.14%
15,135
+2,273
17
$1.86M 2.02%
29,585
+3,242
18
$1.81M 1.96%
47,093
+11,065
19
$1.77M 1.92%
65,060
+9,810
20
$1.59M 1.73%
14,585
+4,035
21
$1.55M 1.68%
3,558
+958
22
$1.46M 1.58%
5,819
-1,759
23
$1.38M 1.5%
+19,261
24
$1.34M 1.45%
+9,000
25
$1.27M 1.38%
4,866
-2,921
1
2 3